| Metric | Value ($ M) | Q2 FY25 | Q3 FY24 |
|---|---|---|---|
| Revenue | 43.87 | 1.3% | 1.0% |
| Total Income | 43.87 | 1.3% | 1.0% |
| Expenditure | 45.37 | 3.9% | 7.0% |
| PBT | -1.42 | 80.6% | 38.5% |
| Net Profit | -2.63 | 66.1% | 27.1% |
| OPM | -3.43% | 2.77pp | 6.65pp |
| NPM | -5.99% | 11.44pp | 2.16pp |
| EPS | 0.02 | 60.0% | 0.0% |
Kaltura to Acquire eSelf.ai for AI-Based Interactive Avatars
04 May 2026 · 4 May, 7:32 am
Summary
Kaltura announced the acquisition of eSelf.ai, a provider of AI-based interactive avatars, on November 10, 2025. The acquisition aims to enhance Kaltura's AI Video Experience Cloud by integrating eSelf.ai's virtual agent technology. This integration will enable more immersive and conversational experiences for Kaltura's users. The deal involves a cash payment, future cash payments based on performance, and shares of Kaltura's common stock, with a total value of approximately $27 million.
Key Highlights
- 1
Kaltura signed a definitive agreement on November 5th, 2025, to acquire eSelf.ai.
- 2
The acquisition will integrate eSelf.ai’s immersive virtual agents technology across the Kaltura AI Video Experience Cloud.
- 3
Kaltura plans to turn its Genies into conversational, visually expressive agents that can hear, talk, and analyze user screens in real time.
- 4
The acquisition is expected to provide upsell opportunities across Kaltura’s premium customer base and attract new large enterprise customers.
- 5
The total deal value is approximately $27 million, assuming all earnout milestones and retention targets are achieved.
Management Comments
Ron Yekutiel
We are excited at the opportunity to welcome the talented eSelf.ai team and their cutting-edge technology. This acquisition will expand our content creation tools to include AI-based avatar content, and most importantly will accelerate our expansion into powering also immersive, real-time, virtual agents for customer and employee experiences. Kaltura is ideally positioned for this next phase of evolution. We provide market-leading AI-infused video experiences to enterprises at great scale, with unmatched reliability and security. Our cross-enterprise platform already addresses a wide array of customer and employee experiences, and we manage an immense volume of video content and from it, generate invaluable actionable insights. We have deep workflow integrations thanks to our API-first architecture; and we power a large, diversified blue-chip enterprise customer base that is thirsty for more immersive solutions. We are excited about the great opportunity this acquisition presents to supercharge our current AI-infused products and to launch new products for organizations of all industries and sizes, including new self-serve offerings that will boost our PLG motion.
Dr. Alan Bekker
eSelf.ai enables immersive, real-time conversations with agentic avatars that are highly engaging, hyper-personalized, and impactful. Once the transaction closes, joining Kaltura will take our conversational avatars to production at a global scale, embed them directly into events, learning, TV, and customer experience workflows, and make them immediately accessible to a wide customer base through our self-serve studio. We are very excited at the opportunity to add our human-like, real-time agentic interaction capabilities to Kaltura’s market-leading AI-infused video platform, and its great distribution and fulfillment capabilities, to deliver together increased business outcomes to customers worldwide.
Informational and educational content only. Not investment advice.